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1 Errors importing contacts - extra line feeds or carriage returns in csv file.

Issue: Unsuccessful import of contacts (clients, suppliers or leads) using the import wizard in Utilities or the Sales and Marketing module. Error message: None Symptoms: Data ends up in the wrong fields, or is not imported Cause: It could be that the csv…

2 Export customer or client details from Sage

Issue/Requirement: Need to export Sage customer account details to a csv file, in order to import into Synergist. Symptoms: Synergist requires a csv formatted text file to import contacts. Solution: Go into Sage, click on Customers, then Reports, then Customer…

3 Exporting contacts to Outlook

Issue/Requirement: Export contact information to OutlookSolution (multiple contacts to a public folder): There is a facility in Synergist to use a utility to export all contacts flagged for export to an Outlook public folder. This will need to be done on…

4 Pipeline screen overview

You set up monthly targets either on individual clients, or if you do not require this granularity, set them up for the whole business on an internal client. Handler targets are derived from client targets based on the default handler for your clients. The…

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